In a world where time often feels even more scarce than money, gaining control over how you spend your time is key to greater life satisfaction. This post explores practical strategies for clearing space in your schedule, clarifying your priorities, and moving toward a more fulfilling and intentional future.
This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.
This post empowers women to take control of their financial future—especially during market volatility—by focusing on what they can influence: saving, spending, taxes, and staying committed to a long-term strategy. It also highlights how Birch Street Financial Advisors supports women with the tax expertise and investment insight needed to navigate uncertainty with confidence.
This blog will share financial planning tips for new parents, including how to plan for both before the baby is born and for the long-term.
This article explores the concept of self-efficacy, as developed by psychologist Albert Bandura, and its critical role in financial success. It highlights how belief in one's ability to manage finances—financial self-efficacy—can drive positive financial behaviors, while also offering strategies to build confidence in money management.
In this episode, Joanne and Chris discuss: 1. Why Financial Advisors Should Master Tax Planning 2. More to Family, Less to Uncle Sam 3. How to Leverage CPA Referrals to Grow Your Financial Advisory Business 4. The Key to Building Long-Term Client Relationships in Finance
